See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,635 | $165,912-82.7% | $122,332-76.6% | $147,584-80.6% |
| Participation rate | 44.4% | 79.6%-35.1pp | 71.6%-27.2pp | 82.8%-38.4pp |
| Annual return | 10.09% | 34.55%-24.5pp | 30.27%-20.2pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,128 | $5,754-80.4% | $4,050-72.2% | $4,876-76.9% |
| Participant deferral / active EE | $1,250 | $4,005-68.8% | $3,287-62.0% | $5,439-77.0% |
| Admin fee / account holder | $7,866 | $7,424+6.0% | $5,478+43.6% | $10,885-27.7% |